Adding a new membership record to a customer account involves selecting a customer, membership type, and starting month.

Step 1 - Open the Membership page

  1. In the Billing menu, click Overview.
  2. Select a customer.
  3. Click Membership.
  4. Click Add Membership.

Step 2 - Select options

Select the following options for the new membership record:

  • Type - The membership type to add.
  • Start Month - The first month of the membership. The end month is determined by the duration of the membership type, which you set up in advance.

Step 3 - Save

Click Add Membership.

Deleting a membership

Any membership record can be removed from a customer’s account. The deletion will be recorded in the customer’s billing history.

To delete a membership:

  1. Click Delete next to the membership record.
  2. Confirm by clicking OK.